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LRI Investments’s Emcor EME Stock Holding History

LRI Investments’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.4K Sell
29
-32
-52% -$27.1K ﹤0.01% 712
2026
Q1 		$45.3K Buy
61
+24
+65% +$17.5K ﹤0.01% 532
2025
Q4 		$22.9K Hold
37
– – ﹤0.01% 667
2025
Q3 		$24.3K Hold
37
– – ﹤0.01% 680
2025
Q2 		$20K Buy
+37
New +$16.3K ﹤0.01% 706

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's EME Position: Q2 2026 in Review

LRI Investments reduced its Emcor (EME) stake by 52% in Q2 2026, selling an estimated $27.1K and leaving 29 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

LRI Investments first reported a position in EME in Q2 2025 and has held it in 5 quarters since. The position peaked at $45.3K in Q1 2026. 478 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • LRI Investments held 29 shares of Emcor worth $24.4K as of Q2 2026.
  • LRI Investments sold 32 Emcor shares in Q2 2026, an estimated $27.1K.
  • Emcor made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #712 holding.
  • LRI Investments first reported a position in Emcor in Q2 2025 and has held it in 5 quarters since.
  • LRI Investments's Emcor position peaked at $45.3K in Q1 2026.
  • 478 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.